Active TopicsActive Topics  Display List of Forum MembersMemberlist  CalendarCalendar  Search The ForumSearch  HelpHelp
  RegisterRegister  LoginLogin

Management Interactions, Company and AGM Visits
 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Management Interactions, Company and AGM Visits
Message Icon Topic: Identifying Multibaggers by Basant Maheshwari Post Reply Post New Topic
Page  of 4 Next >>
Author Message
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet Topic: Identifying Multibaggers by Basant Maheshwari
    Posted: 21/Feb/2013 at 5:50pm

<<Block your calendar NOW, 23rd Feb 2013, Kolkata >>

As part of our on-going monthly meeting series, we are pleased to organize a Speaker Event on Saturday, 23rd February 2013

 Speaker
Mr. Basant Maheshwari

Founder, Investment portal 

http://www.theequitydesk.com

Title:  “Identifying Multibaggers”

The talk would revolve around the process of making profitable equity investments. Starting from a brief history of our past Bull markets and how innovation and invention structured all global economic bubbles.

The audience would be introduced to the power of compounding and the attributes of potential multibaggers and relevant case studies with specific focus on PE expansion & contraction.

Focus will also be on variables that assist in margin expansion, importance of capital efficiency ratios, dividends and the factors that guide for different PE ratios for different companies/sectors with specific attributes of companies that make it to the high growth phase and factors that help them extend this high growth phase or which lead to an early decline.

There will also be a discussion on “When to Sell?”

 

Date:

 Saturday, 23rd February 2013
Time:
 3:30pm – 5:30pm 

 

Registration Starts at 3:00 pm

 

Venue 

Golden Parkk Hotel

Next to Tata Centre

13 Ho Chi Minh Sarani, Kolkata -700 071

Piccadilly Banquet Hall.

 

Tea/Snacks will be served.
 
IAIP Member/Charter Pending Fees: Free 

Non – Members: Rs.500.00


Register Online Now 


Please note that prior confirmation is essential.Looking forward to seeing you there!!
Contact our Zonal Representative Vinay Bagri (+91 98361 88553) for any questions/help.

 

 

Speaker Bio

 

Basant Maheshwari is a Cost Accountant and a graduate from St Xavier’s College, Kolkata. As a full time Equity investor Basant has a had a history of identifying several multibaggers over the past decade prominent ones being Pantaloon Retail, Titan , Page industries and Hawkins Cooker. He owns the online investment portal http://www.theequitydesk.com where users log in to share investing ideas and knowledge. This forum is visited by over 40,000 unique users each month The website also has a subscription section “Basant’s Corner” where clients are provided with appropriate financial/investment advice. Basant’s Corner has consistently been beating all Indian Mutual funds since launch.


Warm regards
Indian Association of Investment Professionals
India CFA Society 
 
Get the latest newsletter at http://www.cfasociety.org/india/Pages/Communication-Newsletter.aspx 
Access the Event notes at http://iaip.wordpress.com 
Get Access to IAIP’s Members only portal at www.iaip.in

This is a small list of topics that I intend to cover:

Outline of the Discussion topics to be touched at the IAIP Speaker meet 23rd February 2012, Kolkata.

 

·       Equities DON’T outperform all asset classes all the time. Brief History of the Indian equity markets with reference to the attributes of the large wealth creating stocks in the past 30 years. Note on our past Bull markets with salient features of market tops and bottoms.

·       Invention and Innovation the “new thing” creates all major stock market Bubbles. Outline of major economic bubbles starting to the Tulip mania in the 16th century to the 2007 boom. Learning from 2008.

·       Magic of compounding. How to extend the effect? Auto Pilot Investing - Compounding through secular growth stories.

·        Attributes of a potential Multibagger,Market cap argument, PE expansion and contraction, significance of Sales & earnings Growth, RoCE, RoE, Margin expansion. Case history of a few multibaggers. Sustainable Advantage.

·        When to buy cyclical stocks and when not to? Multibaggers from cyclical..

·        Debt on Balance Sheet isn't a dirty four letter word It magnifies both profits and losses..

·        The PE Ratio: Different companies Different PEs?Drivers behind a PE ratio.

·        High PE investing when does it work and when it doesn’t?

·        Growth rate. The one real thing to look out for! Estimating when a company will hit stable growth phase. Increasing the length of High Growth Period The Brand Name Advantage.

·        When to sell & when not to?

·        Dividend payout the biggest trigger, Dividends and PE ratios, multibaggers from Dividend yield stocks.

 

 



Edited by basant - 21/Feb/2013 at 2:00am
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
IP IP Logged
catchsudipto
Senior Member
Senior Member


Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 641
Quote catchsudipto Replybullet Posted: 21/Feb/2013 at 6:15pm
Hi Basant..it seems you have selected very interesting topics.....
Make your Life as simple as possible.
IP IP Logged
catchsudipto
Senior Member
Senior Member


Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 641
Quote catchsudipto Replybullet Posted: 21/Feb/2013 at 6:16pm
BTW will there be any livecast of your talk.
Make your Life as simple as possible.
IP IP Logged
raviteja02
Groupie
Groupie
Avatar

Joined: 18/Apr/2009
Location: India
Online Status: Offline
Posts: 10
Quote raviteja02 Replybullet Posted: 21/Feb/2013 at 6:16pm
All the very best Basant and am sure the audience would be wiser than when they entered the auditorium!
IP IP Logged
Multiplier
Groupie
Groupie


Joined: 16/Jul/2010
Online Status: Offline
Posts: 82
Quote Multiplier Replybullet Posted: 21/Feb/2013 at 6:37pm
Congratulations ....It would be very informative to get a copy/video of your presentation.
All the best....
 
IP IP Logged
Monkey
Senior Member
Senior Member
Avatar

Joined: 21/Aug/2009
Online Status: Offline
Posts: 770
Quote Monkey Replybullet Posted: 21/Feb/2013 at 6:47pm
 
Rs. 500/- fee is nothing for such opportunity. Is it possible for them to create a video and, perhaps, charge a fee for accessing it for people like us who can not attend?
 
 
IP IP Logged
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet Posted: 21/Feb/2013 at 1:12am
Originally posted by catchsudipto

Hi Basant..it seems you have selected very interesting topics.....


Actually we had to cut down the list because of time constraint.


Originally posted by Multiplier



Congratulations ....It would be very informative to get a copy/video of your presentation.
All the best....
 


I am not sure of that but if something like that happens I would surely request them to upload it on You Tube.
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
IP IP Logged
anil1820
Newbie
Newbie


Joined: 08/Nov/2011
Location: India
Online Status: Offline
Posts: 5
Quote anil1820 Replybullet Posted: 21/Feb/2013 at 6:57am
It would be great if you can upload atleast transcript of your talk.

Thanks
IP IP Logged
Page  of 4 Next >>
Post Reply Post New Topic
Printable version Printable version

Forum Jump
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot delete your posts in this forum
You cannot edit your posts in this forum
You cannot create polls in this forum
You cannot vote in polls in this forum



This page was generated in 0.109 seconds.
Bookmark this Page

Join Theequitydesk.com Today!

It’s easy to Join and it’s free.

Here's why members would love to be a part of theequitydesk.com

  • Equity Desk focuses on why to buy shares and invest in share rather than what to buy.
  • Live discussion forum wherein members can discuss the current Indian share Market trend, BSE Sensex or the Nifty Index.
  • Have huge cache of information on Indian and World Share Market.
  • Analysis of Indian stock market, Global events, Investing insights, portfolio management strategies and thoughts,
  • Meet investors from round the globe check their investing strategies share experiences and learn for their experiences on stocks and shares, evaluate opinions on investing in India.

Register now while it’s free!

Already a member? Close this window and log in.

Join Us           Close